Hi @eugeney, welcome to our community!

I see you posted this in our “No-Code” developer community section. Out of curiosity, would you ideally not be coding anything from scratch, and utilizing a third-party integration software such as Integromat or Zapier?

Otherwise, a more customized option you can go down is to utilize our monday apps framework to build out this custom integration.

As a starting point, I would definitely recommend for you or your devs to follow our Quickstart Integration guide.

From the flow you’ve listed above, it sounds like your team could potentially be implementing both a Custom Trigger and a Custom Action. As such, it might make sense for the team to review those resources as well!

Of course, feel free to post any questions that come up as you guys get started. Always happy to help!

Hi Helen,

Thank you so much for your response. It was very helpful.

I created this thread on this No-Code section by mistake. We’ll be implementing these using our own team of developers. Please feel free to move this thread to another part of the developer community.

We might need some help in the future during the implementation phase too. We’re now assessing and analysing the integration using the links you’ve provided.

Thanks,

Eugene

Hi @eugeney,

No problem at all! Feel free to let us know if you run into any questions after reviewing the resources above!

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